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PrimeInvestor - Articles and Reports

flexi-cap
Mutual funds & ETFs
Vidya Bala

What the new flexi-cap fund category means to your funds

The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.

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Mutual funds & ETFs
Bhavana Acharya

PrimeInvestor Recommendation: A low-risk, low-tax option for short-term holdings

When you have a holding period that is less than 3 years, your options are limited. Because this short period gives very little room for risk, pure equity is out of the question. But in debt funds, though returns may be reasonable, taxation for a less than 3-year period cuts into return. Equity savings funds fit this gap.

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Mutual funds & ETFs
Vidya Bala

Prime Recommendation: Union Small Cap – A small-cap fund without size constraint

After almost 2 years of underperformance, the small-cap segment is seeing a new set of companies rallying swiftly, to make up for the years of suppressed performance. And several them are backed by fundamentals. If you decide to ride this new wave with a small-cap fund, you may have to wonder if the fund will restrict inflows in a while or suffer in performance if its AUM grows rapidly. So, we dug deeper into the small-cap space to see if we can overcome this constraint. And we think we have the one.

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prime funds
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review โ€“ changes in Prime Funds, our mutual fund recommendations

Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Many of you have asked us how we differ from the various MF recommendations out there in the market. The changes we have made in this review cycle are here.

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Research Reports
PrimeInvestor Research Team

Quarterly review โ€“ Changes in buy/ sell/ hold calls in our fund review tool

In the first of our series on quarterly review & updates, we are covering some of the key changes in our buy/hold/sell calls in our MF Review Tool. When you do so, please make sure you specifically choose the plan that you hold โ€“ direct or regular – as our calls may change in some cases between plans of the same fund.

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Expense ratio
Mutual funds & ETFs
Vidya Bala

Should you go for direct plans or regular plans of mutual funds?

Which categories of funds have unusually high expense ratio? Should you avoid them โ€“ be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?

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Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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small cap opportunity
Markets
Aarati Krishnan

How to (and not to) play the small cap opportunity

SEBIโ€™s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But thereโ€™s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.

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